Planned Giving Officer (Claremont)

Equal Opportunity and Nondiscrimination Statement In addition to its commitment to a harassment-free educational and working environment, the College is an equal employment opportunity employer. The College is committed to a policy of equal employment opportunities for all applicants and employees and complies with all applicable state and federal laws on the matter. The College does not unlawfully discriminate on the basis of race, color, religion, sex (including gender, pregnancy, childbirth, or related medical conditions), gender identity, gender expression, national origin, ancestry, age, physical disability, mental disability, medical condition or medical leave, marital status, sexual orientation, or any other category protected by law. The College also prohibits the harassment of any employee on any of these bases. Location : Claremont, CA Job Posting Title : Planned Giving Officer Job Details and Requirement :

BASIC FUNCTION :

Claremont McKenna College (CMC) is seeking an experienced planned giving professional with the capacity to build and maintain donor relationships. The Planned Giving Officer will be responsible for cultivation and solicitation of life income and bequest gifts from CMC alumni, parents and friends. Reporting to the Director of Planned Giving, the Planned Giving Officer will be responsible for managing a portfolio of individuals who have demonstrated interest in supporting CMC with life income or bequest donations.

The Planned Giving Officer must actively seek out opportunities, both on and off-campus, to develop and implement initiatives to ensure a strong base of high-level philanthropic support, in a cross-collaborative manner in partnership with the Office of Alumni and Parent Engagement, Leadership Giving, and Annual Giving. They must have a clear understanding of the role that philanthropy can play in fulfilling an individuals personal and financial objectives in support of CMC.

DESCRIPTION OF DUTIES AND RESPONSIBILITIES :

ESSENTIAL FUNCTIONS :

• Develop and implement strategies for cultivating, soliciting and closing planned giving life income and bequest gifts.
• Research and prepare detailed proposals to educate and inform prospective donors and their advisors as to the benefits of life income gifts.
• Regularly meet with existing and prospective donors to provide updates on existing gifts and detailed proposals.
• Steward existing donors and beneficiaries through regular communication; update them on CMC and the planned giving program; and assist in quickly resolving problems or questions as they arise.
• Coordinate donor and prospect visits in association with other members of the Advancement fundraising team.
• Maintain prospect tracking and regularly update the Colleges record for each prospect by preparing comprehensive reports of communications and strategies.
• Serve as point person in drafting governing documents related to life income gifts and the establishment of named funds, ensuring agreements comply with CMCs gift acceptance, endowment, and spending policies.
• Excel in a holistic approach, which uses all resources of the College, including College leadership, Admission, Athletics and Soll Center for Student Opportunities connections.
• Travel on a regional basis will be required. Evening and weekend work around College events and activities will be required.
• In partnership with the Director of Planned Giving, oversee the planned giving-specific aspects of the overall leadership and individual giving pipeline to ensure donors move forward through the donor life cycle.
• Provide planned giving expertise, guidance and support to fellow frontline staff.
• Develop and implement strategies to maximize the retention of alumni legacy donors.
• Provide continual coordination with Colleges planned gift administration and investment team to assist, as required, in the management of all planned gifts, to provide required information about donor preferences and objectives.
• Resolve any donor or agreement related problems in a quick and timely manner.
• Maintain technical expertise in the areas of planned giving, charitable estate planning, and income, gift, and estate taxation. Be prepared to provide advice and assistance to other members of the CMC staff in these areas.
• Participate in professional organizations in charitable gift planning and tax matters.
• Assist in the management of reunion class fundraising efforts. Lead regular committee meetings, offer guidance and support for fundraising priorities, and keep volunteers updated about what is needed to create an impactful reunion event.
• Assume other duties and responsibilities as assigned.

QUALIFICATION STANDARDS & SKILLS :

EDUCATION : Bachelors degree required or commensurate education and / or experience.

EXPERIENCE : Three to five years of experience in planned giving required. Formal training in charitable gift and estate planning preferred. Familiarity with financial and tax planning preferred. Demonstrated excellent interpersonal and organizational skills, excellent writing skills and ability to work independently and as a member of a team in a dynamic and fast-paced environment.

LICENSES : A valid drivers license or equivalent alternate form of transportation to off-site meetings and events is required. A valid drivers license is required to drive College-owned vehicles and the ability to be insured under the Colleges authorized drivers policy.

REQUIRED KNOWLEDGE, SKILLS, and ABILITIES : Individual must possess knowledge, skills, and ability to be able to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of knowledge skills and abilities.

REQUIRED HOURS : The regular hours for this fulltime position are 8 : 00 a.m. to 5 : 00 p.m., Monday through Friday. Weekend and evening work will, at times, be required. Travel will be required. Regular hours may vary due to needs of the College or department.

CLASSIFICATION AND STATUS : This is a regular, full-time, 12-month, exempt, benefits-eligible position.

Supervisor AB1825 No

Mandatory Reporter CA Penal Code : Yes

Responsible Employee Title IX : Yes

Campus Security Authority The Clery Act Yes

IPEDS Category Job Code : 13-0000 Business and Financial Operations Occupations

PHYSICAL REQUIREMENTS : Light (up to 20 lbs.)

SALARY RANGE : The anticipated salary range is $95,000 - $100,000 per year. Salary will be commensurate with qualifications and experience.

REPORTS TO : Director of Planned Giving

GROOMING AND APPEARANCE : Employees are expected to wear attire that is appropriate to the office or department in which they work.

BACKGROUND CHECK : The successful candidate will be required to undergo a full consumer background check. Certain positions will require the successful completion of a post-offer physical agility test. Employment is contingent on the satisfactory results of the aforementioned, in addition to compliance with the requirements cited in this job description.

ADA / OSHA : This job description defines the essential or fundamental job duties of this position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title 1 of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA). Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose.

DISCLAIMER : This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position. Duties and responsibilities can change and develop over time; accordingly the College reviews job descriptions on a periodic basis and may make changes of business necessity.

AT-WILL EMPLOYMENT : Employment with the College is at-will meaning that the terms of employment may be changed with or without notice, with or without cause, including, but not limited to termination, demotion, promotion, transfer, compensation, benefits, duties, and location of work. There is no agreement express or implied between the College and you for continuing or long-term employment. While the College has every hope that employment relationships will be mutually beneficial and rewarding, employees and the College retain the right to terminate the employment relationship at will, at any time, with or without cause. The President i